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Next Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Next Capital Management LLC
报告期 2026-03-31 · CIK 0001752762
持仓数
134
前50大市值合计
$289.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 110 项
建仓 16
增持 55
减持 27
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$5.1M
18,919
+96%
减持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$3.0M
29,800
-36%
减持
GBDC
GOLUB CAP BDC INC
-$2.8M
583,876
-24%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
JFR
NUVEEN FLOATING RATE INC
-$1.8M
35,541
-85%
增持
AMZN
AMAZON.COM INC
+$1.5M
41,895
+1%
减持
BGX
BLACKSTONE LONG SHORT CR
-$1.3M
36,261
-73%
增持
AAPL
APPLE INC
+$1.0M
44,546
+2%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$988.4K
4,460
-69%
增持
IVV
ISHARES CORE S&P 500 ETF IV
+$775.2K
57,232
+0%
清仓
NRK
NUVEEN NY AMT FREE QLT M
-$747.1K
0
-100%
增持
TFX
TELEFLEX INC
-$719.9K
10,427
+0%
建仓
—
EXXON MOBIL CORP
+$628.6K
5,844
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$620.3K
17,645
+2%
减持
BGB
BLACKSTNE STRGIC CREDIT
-$618.1K
26,899
-65%
建仓
BN
BROOKFIELD CORP FCLASS A
+$605.2K
10,534
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$574.7K
102,167
+3%
建仓
ACWX
ISHARES MSCI ACWI EX US ETF
+$519.5K
9,959
减持
SCHW
CHARLES SCHWAB CORP
-$482.9K
18,342
-35%
增持
VOT
VANGUARD MID CAP GROWTH ETF
+$474.8K
9,096
+21%
清仓
NAN
NUVEEN NEW YORK QLTY MNC
-$469.1K
0
-100%
建仓
VO
VANGUARD MID CAP ETF
+$465.8K
1,763
清仓
NEAR
BlackRock Short Mat Bond ETF
-$459.9K
0
-100%
清仓
BOND
PIMCO Active Bond ETF
-$455.7K
0
-100%
增持
NFLX
NETFLIX INC
+$433.4K
1,473
+19%
建仓
VBK
Vanguard Small Cap Growth ETF
+$401.6K
1,434
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$395.5K
29,967
+2%
建仓
—
SPOTIFY TECHNOLOGY S A F
+$384.7K
860
增持
META
META PLATFORMS INC CLASS A
+$380.8K
19,010
+1%
建仓
SHEL
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$356.0K
5,682
减持
BRW
SABA CAPITAL INCOME OPPO
-$340.5K
110,322
-29%
增持
GOOG
Alphabet Inc. Class C
+$314.7K
7,862
+11%
增持
WMT
WALMART INC
+$313.3K
22,853
+5%
减持
MFIC
MIDCAP FINL INVESTMENT C
-$307.2K
174,728
-7%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
-$293.0K
69,072
+2%
建仓
LULU
LULULEMON ATHLETICA INC
+$274.2K
717
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$264.0K
33,232
+9%
建仓
PLD
PROLOGIS INC REIT
+$256.0K
2,422
减持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
-$248.3K
24,600
-18%
建仓
SPGI
S&P GLOBAL INC
+$236.1K
474
建仓
BLK
BLACKROCK INC NEW
+$233.7K
228
清仓
CEG
CONSTELLATION ENERGY COR
-$230.4K
0
-100%
增持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
-$229.9K
49,170
+0%
减持
BX
BLACKSTONE INC
-$227.0K
3,786
-34%
清仓
MGM
MGM RESORTS INTL
-$225.5K
0
-100%
清仓
—
BLACKROCK INC CLASS EQUITY
-$224.1K
0
-100%
建仓
COIN
COINBASE GLOBAL INC CLASS A
+$222.2K
895
清仓
MANH
MANHATTAN ASSOCS INC
-$216.9K
0
-100%
建仓
VOE
Vanguard Mid Cap Value ETF IV
+$213.2K
1,318
增持
QQQM
INVESCO NASDAQ 100 ETF
+$211.4K
4,928
+20%
增持
CRM
SALESFORCE INC
+$211.1K
1,480
+43%
增持
V
VISA INC CLASS A
+$208.6K
1,798
+37%
建仓
SBUX
STARBUCKS CORP
+$207.0K
2,268
增持
VOO
VANGUARD S&P 500 ETF
+$205.6K
8,093
+3%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$205.0K
38,484
+26%
清仓
CURE
DRXN DAILY HEALTHCRE BULL 3X SHS ETF
-$199.8K
0
-100%
清仓
BE
Bloom Energy Corp
-$196.6K
0
-100%
增持
KO
THE COCA-COLA CO
-$168.1K
17,656
+0%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$154.5K
7,740
+1%
建仓
—
ERMENEGILDO ZEGNA N V F
+$151.0K
18,275
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$140.2K
16,729
+34%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$135.7K
13,058
+1%
减持
MRK
MERCK & CO. INC.
-$135.1K
4,113
-14%
增持
IJH
ISHARES CORE S&P MID CAPETF
+$135.0K
55,967
+4%
增持
SCHX
SCHWAB US LARGE CAP ETF
+$133.8K
148,716
+205%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF IV
+$123.2K
20,105
+6%
减持
LLY
ELI LILLY AND CO
-$122.1K
885
-3%
减持
PFE
PFIZER INC
-$117.9K
13,243
-18%
建仓
RFI
COHEN STEERS TOTAL RETUR
+$115.9K
10,010
增持
FNDX
SCHWAB FUNDMNTL US LARGECOM ETF
+$113.7K
52,796
+233%
增持
ROP
ROPER TECHNOLOGIES INC
+$105.2K
667
+54%
增持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
+$102.4K
43,763
+6%
清仓
—
WISE PLC ORDF
-$100.0K
0
-100%
增持
VWO
VANGUARD FTSE EMERGING MARK ETF IV
+$88.0K
12,789
+29%
减持
PM
PHILIP MORRIS INTL INC
-$84.4K
7,038
-8%
增持
COST
COSTCO WHSL CORP NEW
+$77.0K
324
+31%
减持
NVDA
NVIDIA CORP
-$64.1K
12,495
-13%
减持
QCOM
QUALCOMM INC
-$62.8K
3,116
-2%
减持
GOOGL
Alphabet Inc. Class A
+$61.8K
5,082
-6%
增持
ADP
AUTOMATIC DATA PROCESSIN
+$60.4K
993
+19%
减持
NOC
NORTHROP GRUMMAN CORP
-$59.3K
821
-2%
增持
—
AMPLIFY ALTERNATIVE HARVETF
-$55.6K
52,672
+0%
增持
PG
PROCTER & GAMBLE CO
+$54.4K
2,711
+17%
增持
ABT
ABBOTT LABS
+$53.6K
2,519
+24%
增持
ADBE
ADOBE INC
+$50.7K
723
+38%
增持
EPD
ENTERPRISE PRODS PART LP
+$49.0K
13,993
+4%
增持
CVX
CHEVRON CORP NEW
+$47.4K
2,125
+20%
增持
VV
VANGUARD LARGE CAP ETF
+$40.0K
4,472
+1%
减持
MO
ALTRIA GROUP INC
-$34.5K
4,576
-14%
减持
BKNG
BOOKING HLDGS INC
+$34.4K
51
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$33.8K
15,299
+0%
增持
JNJ
JOHNSON & JOHNSON
-$31.6K
3,483
+5%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$29.0K
22,604
-4%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
-$22.6K
13,195
+1%
减持
JPM
JPMORGAN CHASE & CO
-$22.4K
3,670
-14%
增持
ECL
ECOLAB INC
-$22.1K
4,863
+7%
增持
HD
HOME DEPOT INC
-$18.4K
2,233
+2%
增持
ABBV
ABBVIE INC
+$17.3K
2,449
+16%
增持
MSFT
MICROSOFT CORP
-$12.2K
4,126
+1%
增持
MCD
MCDONALDS CORP
-$11.8K
4,472
+4%
减持
OBDC
BLUE OWL CAP CORP
+$10.6K
39,363
-2%
减持
HON
HONEYWELL INTL INC
-$10.4K
1,042
-12%
增持
UDR
UDR INC REIT
-$6.7K
5,069
+1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$6.3K
32,106
+207%
增持
SCHA
SCHWAB US SMALL CAP ETF
-$3.4K
122,198
+99%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$2.1K
15,663
+0%
增持
—
PARAMOUNT GLOBAL CLASS B
+$1.9K
18,004
+3%
减持
SPY
SPDR S&P 500 ETF IV
+$1.9K
5,165
-2%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF IV
+$1.4K
3,814
-3%
清仓
—
VINTAGE WINE ESTATES INC
-$200
0
-100%
增持
SCHM
CHARLES SCHWAB US MC ETF
+$188
8,094
+200%
